Financial Gravity Companies’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
Other funds holding WPC
Financial Gravity Companies's WPC Position: Q2 2025 in Review
Financial Gravity Companies opened a new position in W.P. Carey (WPC) in Q2 2025: 12,120 shares worth $756K. The stake represents 0.15% of the portfolio and ranks #83 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WPC as recently as Q4 2024.
Financial Gravity Companies first reported a position in WPC in Q4 2018 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.
- Financial Gravity Companies held 12,120 shares of W.P. Carey worth $756K as of Q2 2025.
- W.P. Carey was a new Financial Gravity Companies position in Q2 2025.
- W.P. Carey made up 0.15% of Financial Gravity Companies's portfolio in Q2 2025, its #83 holding.
- Financial Gravity Companies first reported a position in W.P. Carey in Q4 2018 and has held it in 4 quarters since.
- 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.
Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.